Patient Activity

View Patient Activity

The Patient Activity will allow you to view a listing of the patient’s claim, miscellaneous  debit, credit, statement, payment, summary activity and dependents. This includes detailed data and the ability to open claims, checks, and other sections directly from the activity listing. The patient’s claims activity is defaulted to list all of the claims, dates, totals, balances and current status of the claims.

Follow the steps below to view a patient's activity. 

  1. Select Patient > Patient.

  2. Use the Search field to search through your patients. 

    Place a check in the “Include inactive patients” box to include inactive patients in your search results.

  3. Select the Patient.

  4. Click the Activity button.

  5. Click any of the arrows to expand the rows to see a detailed listing of the activity data. The Activity page includes hyperlinks that open specific claims, patients, payments, or credits. 

    Any negative values will be indicated in red

  6. Optional: Use the View Options button to filter what information is shown on the activity page.

    1. Use the Order Claims drop-down menu to set the order claims should display on the activity page.

    2. Show Entered Dates: Show the dates claims or payments were entered.

    3. Summary/Detailed: This determines how much information will show on the activity page. 

    4. Use the Charge Filter to select which claims should show on the activity page.

    5. Use the Show Aging Balance By drop-down menus to change how the balances should display.

    6. Click Apply.

  7. Optional: Right-click on a line to view additional actions. 

    1. Copy: Copies the information to your clipboard.
    2. View Charge History: View changes made to this charge along with the user who made the change.

    3. Track Claim: Opens this claim within the Claim Tracker screen.

    4. Track Account Credit: Tracks the payments within the Payment Tracker screen that created the selected account credit. 

    5. Track Statement: Opens up the selected statement within the Statement Tracker screen

    6. View Payment Plan: Opens up the payment plan within the Payment Plan screen.

    7. Track Payment: Opens the selected payment within the Payment Tracker screen.

    8. Print Receipt: Prints a receipt for the selected patient payment.
  8. Click Close to exit.

Patient Activity Summaries

Each activity page contains summarized information. Reference this help article to learn more about each summary report.

  • Payment and Adjustment Breakdown: The Payment and Adjustment Breakdown table provides a high-level overview of what has been collected by the patient, what has been collected from their insurance, and how much has been taken in as adjustments from the insurance. This table also shows how much has been applied from account credits on the patient's account.

  • Charge Balance Breakdown by Balance by Charge Status: The Balance by Charge Status table under the Charge Balance Breakdown summary provides a grand total of all outstanding charge balances by charge status. This allows users to quickly see at a glance where their outstanding balances are "sitting.                     

  • Charge Balance Breakdown by Balance Due To: The Balance Due To table under the Charge Balance Breakdown summary provides a grand total of all outstanding charge balances based on the party (patient or insurance) that is responsible for paying. This table also allows users to easily see how available account credits, due patient and insurance, impact the total amount owed.

  • Aging Balance Summary: The Aging Balance Summary tables provide an aging view of outstanding charges, separated by what is owed by the patient and what is owed by insurance. Users can easily change the way the outstanding amounts are bucketed by selecting the proper date (DOS, entered date, and last billed date) that best suits their office's workflows.